“Because as a woman, I know you have had to work way harder than a man to get where you are in this business, in finance. And it helped me sell our firm.”
If you're a woman in financial advising, you have to listen to this story.
I talked to Megan Miller and Elise Foster.
Mother & daughter / Business partners.
And two of the most client-focused advisors I’ve met.
But this wasn’t the plan.
Elise never wanted Megan to join the firm.
Finance is tough. Especially for women.
And she didn’t want her daughter to go through it. But Megan showed up anyway.
Started at the bottom. And had several roles before buying into the firm.
Together, they’ve built a firm that puts people first.
The early days when “financial planning” wasn’t even a phrase.
The chaos of growth.
The headaches of compliance.
And the tough calls that come with running a firm.
So they made a bold decision: They sold.
Not because they were tired. But because they wanted to focus on their clients and not compliance or admin.
The result?
50% less paperwork.
And 10x more energy for what matters.
We covered:
>What it’s really like to run a family firm>Why integrity, not AUM, is how you scale>How aligned acquisitions create real freedom>The next chapter for women in wealth>And how to build a business that gives your life back
------------------
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.